DiPaolo Financial Group’s Apple AAPL Stock Holding History

DiPaolo Financial Group’s Portfolio AAPL Stock Details AAPL Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$1.49M	Buy	5,164 +500	+11%	+$143K	0.98%	16
2026 Q1	$1.18M	Buy	4,664 +1,293	+38%	+$337K	0.86%	18
2025 Q4	$916K	Buy	+3,371	New	+$905K	0.98%	16

Other funds holding AAPL

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Berkshire Hathaway Omaha, Nebraska $299B AUM 27.55% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

DiPaolo Financial Group's AAPL Position: Q2 2026 in Review

DiPaolo Financial Group increased its Apple (AAPL) stake by 11% in Q2 2026, buying an estimated $143K and bringing the position to 5,164 shares worth $1.49M. The position accounts for 0.98% of the portfolio, ranked #16.

DiPaolo Financial Group first reported a position in AAPL in Q4 2025 and has held it in 3 quarters since. 6,086 funds tracked by Wall St. Rank hold AAPL as of Q2 2026.

DiPaolo Financial Group held 5,164 shares of Apple worth $1.49M as of Q2 2026.
DiPaolo Financial Group bought 500 Apple shares in Q2 2026, an estimated $143K.
Apple made up 0.98% of DiPaolo Financial Group's portfolio in Q2 2026, its #16 holding.
DiPaolo Financial Group first reported a position in Apple in Q4 2025 and has held it in 3 quarters since.
6,086 funds tracked by Wall St. Rank held Apple as of Q2 2026.

Based on DiPaolo Financial Group's 13F filing for Q2 2026, filed 9 Jul 2026.